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Note Launchpad – Systematic Due Diligence
Systematic Due Diligence – what is it included:
Section 1 – Overview and Strategy
- Module 1.1 – Determining Your Strategy
- Module 1.1 Slides – Determining Your Strategy-converted
- Module 1.2 – Initial Filters
- Module 1.3 – Timelines
- Module 1.3 Slides – Timelines-converted
- Module 1.4 – Borrowers
- Module 1.4 Slides – Borrowers
Section 2 – Pre Bid Process
- Module 2.1 – Initial Filtering
- Module2.2 – Verifying Loan Term
- Module 2.2 Slides – Verifying the Loan Term
- Module2.2 – Verifying Loan Term – Examples
- Module 2.2 – Verifying Loan Term Spreadsheet
- Module 2.3.1 – Manually Collecting Data
- Module 2.3.2 – Manual Data
- Module 2.3 Slides – Manual Data
- Module 2b.3 – Manual Data Spreadsheet
- Module 2.4.1 – Zillow Automation (Windows only)
- Module 2.4 – Zillow Automation Spreadsheet
- Module 2.4.2 – Zillow Automation Demo
- Module 2.4 Slides – Zillow Automation
- Module 2.5 – Google Maps Automation
- Module 2.5 – Google Maps Automation Spreadsheet
- Module 2.5 Slides – Google Automation
- Module 2.6 – Delinquent Taxes
- Module 2.6 Slides – Delinquent Taxes
- Module 2.7 – Rural City Lookup Table
- Module 2.7 – Rural City Lookup Table
Section 3 – Post Bid Process
- Module 3.1 – Soft Collateral Files
- Module 3.1 Slides – Soft Collateral Files
- Module 3.2 – Phone Calls
- Module 3.2 Slides – Phone Calls
- Module 3.3 – Verifying Property Values
- Module 3.3 Slides – Verifying Property Value
- Module 3.4 – Reviewing Title Reports
- Module 3.4 Slides – Reviewing Title
- Module 3.4 – Example O&E Report, Robinwood
- Module 3.4 – Example O&E Report, Rosamond
- Module 3.5 – Attorney Doc Review
- Module 3.5 Slides – Attorney Review
Section 4 – Other Topics
- Module 4b.1 – Seller Due Diligence
- Module 4.1 Slides – Seller Due Diligence
- Module 4.2.1 – Bankruptcy
- Module 4.2.2 – Bankruptcy
- Module 4.2 Slides – Bankruptcy
- Module 4.3 – Resolving Issues
- Module 4.3 Slides – Resolving Problems
- Module 4.4 – Vendors
- Module4.4 Slides – Vendors
Section 5 – Bonus Content
Navigating County Records / How To Find Note Sellers
Due Diligence Checklist
Delivery Method
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